Episode
The Seven Hundred Billion Dollar Question: Big Tech's 2026 AI Capex Sprint and the ROI Reckoning - June 15, 2026
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- Jun 15, 2026
- Duration seconds
- 657
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Summary
Send us Fan Mail The Seven Hundred Billion Dollar Question: Big Tech's 2026 AI Capex Sprint and the ROI Reckoning Meta, Microsoft, Amazon, and Alphabet are on track to spend more than seven hundred billion dollars on AI infrastructure this year alone, with combined capital expenditure up roughly seventy seven percent year over year and projections topping one trillion dollars next year. Chris and Laura dig into who is spending what, why investors flinched at Amazon's two hundred billion doll...